PBAOperating System

Case Study

Velocity Creative

Turned a volatile pipeline into a predictable revenue engine.

Find Your PathBack to Stories

Engagement window

5 months

Industry context

Creative Agency

Operating owner

Liam Walsh

Creative Agency

Industry

Liam Walsh

Owner

5 months

Timeline

Starting Challenge

Leads were arriving, but conversion was inconsistent and quote follow-up lacked discipline.

Interventions

  • Rebuilt lead qualification and opportunity scoring
  • Implemented quote cadence templates and owner accountability
  • Introduced weekly pricing and margin review loops
“We now know exactly what lever to pull when revenue slips.”

Measured Change

Outcome table

Results tracked across the implementation window.

MetricBeforeAfter
Quote-to-close conversionBaseline+22 pts
Average project marginBaseline+14%
Forecast confidenceBaseline90 days

Quote-to-close conversion: From 31% to 53%.

Average project margin: After pricing framework rollout.

Forecast confidence: Reliable monthly view from pipeline signals.

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ChallengeInterventionsOutcomes

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